See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,684 | $77,314-28.0% | $177,989-68.7% | $80,856-31.1% |
| Participation rate | 82.8% | 65.7%+17.1pp | 77.1%+5.7pp | 67.6%+15.1pp |
| Annual return | 20.44% | 18.09%+2.4pp | 294.48%-274.0pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,634 | $2,292-28.7% | $3,949-58.6% | $2,755-40.7% |
| Participant deferral / active EE | $4,401 | $4,411-0.2% | $6,276-29.9% | $4,296+2.5% |
| Admin fee / account holder | $7,622 | $7,191+6.0% | $10,363-26.4% | $6,918+10.2% |